See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,634 | $70,587-86.4% | $124,672-92.3% | $85,850-88.8% |
| Participation rate | 80.0% | 64.4%+15.6pp | 74.6%+5.4pp | 69.3%+10.7pp |
| Annual return | 16.49% | 20688.83%-20672.3pp | 5142.93%-5126.4pp | 318.53%-302.0pp |
| Employer contribution / active EE | $711 | $1,913-62.8% | $3,324-78.6% | $2,565-72.3% |
| Participant deferral / active EE | $763 | $2,969-74.3% | $4,614-83.5% | $3,952-80.7% |
| Admin fee / account holder | $430 | $5,282-91.9% | $7,493-94.3% | $6,260-93.1% |